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Tax Season Resources

We know that tax season can be stressful so we have put together all of our tax resources in one place to help ease the burden. Of course, if you have additional questions about anything provided on this page, we’re just a phone call away.

LPL Financial Tax Documents

LPL Financial Tax Documents

The following information applies to taxable accounts and retirement accounts from which distributions were taken. If you have annuities and are taking distributions, these will come from their respective carriers as usual.


All LPL Financial tax documents can be accessed via the Account View website (Click the button below to access the site). If you have not registered for access yet, you can do so by clicking the "Sign Up" button below the login field. Your Account View will provide the same documents we are able to see. If the document is not available yet, we do not have access to it either. If you have any trouble, please contact our office by calling (619) 295-9930 or by sending an email to team@lumenafinancial.com


Weekly Tax Form Mailings
LPL begins issuing 1099-Consolidated Tax Statements on a weekly basis in January each year. Forms will be available based on finalization of all current tax year information which are generally received any time between January and April.


Tax Season Essentials
In order to meet all IRS deadlines, reduce errors, and reduce the need to mail corrected versions, LPL mails the 1099 Consolidated Tax Statements in weekly phases.

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Meet the Taxpayer Advocate Service

Meet the Taxpayer Advocate Service

Did you know that an independent organization within the IRS is fighting for your rights as a taxpayer? The Taxpayer Advocate Service (TAS) protects taxpayers' rights by ensuring that all taxpayers are treated fairly and know and understand their rights under the Taxpayer Bill of Rights. Here are some things to know about TAS:
  • TAS can help taxpayers resolve problems they haven't been able to settle with the IRS on their own.
  • The service is free.
  • TAS helps all taxpayers and their representatives, including individuals, businesses, and exempt organizations.
  • If taxpayers qualify for TAS help, an advocate will be with them at every turn and do everything possible to assist throughout the process.
  • TAS also handles large-scale problems that affect many taxpayers.
* This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.
Tip adapted from IRS.gov, July 19, 2022
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Essential Financial Figures

Essential Financial Figures

Key information and financial data for 2022.

DOWNLOAD KEY INFORMATION & FINANCIAL DATA FOR 2022

2023 Tax Planning

2023 Tax Planning

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2023, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

DOWNLOAD OUR 2023 TAX PLANNING GUIDE

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